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Nippon India Focused Equity Fund

Nippon India Focused Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.06

as on 18 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,644 today.

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NAV Performance

Nippon India Focused Equity Fund performance graph for last 3 years
Performance of Nippon India Focused Equity Fund for last 3 Years

Fund Information

  • ₹ 72.559

    as on 18 May 2022
  • Regular - Growth

  • 4 / 22

  • ₹ 5,000

  • ₹ 5,638 Cr.

    as on 31 Dec 2021
  • 2.07%

  • 02 Jan 2013

  • Equity - Focused Fund

  • S&P BSE 500 TRI

  • Nippon India Mutual Fund

    Show All Funds
  • Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Nippon India Focused Equity Fund is an Open-ended Equity Fund. The fund belongs to Focused Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Nippon India Mutual Fund. You can also view here all other Equity funds offered by Nippon India Mutual Fund.

Latest NAV of the fund is ₹ 72.559 as on 18 May 2022.

This fund has 9 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.07%. Ideally you shoulds compare this fund with the benchmark S&P BSE 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The primary investment objective of the scheme is to generate long-term capital growth by predominantly investing in an active and concentrated portfolio of equity & equity related instruments up to 30 companies across market capitalization. The secondary objective of the scheme is to generate consistent returns by investing in debt, money market securities, REITs and InvITs.

List of Fund Managers of Nippon India Focused Equity Fund

  • About Prateek Poddar

    Picture of Prateek  Poddar
  • About Vinay Sharma

    Picture of Vinay SharmaVinay Sharma is Equity Fund Manager at Reliance Mutual Fund. Vinay graduated in architecture from MNIT Jaipur and did his post graduate diploma in computer aided management from IIM Calcutta. He has also earned the right to use the Chartered Financial Analyst designation, conferred by CFA Institute, USA. Vinay has a total experience of around 14 years. Before his association with Reliance Mutual Fund, Vinay worked as a fund manager at ICICI Prudential Management for several years managing both diversified and thematic funds. Prior to that he has been an equity research analyst at AIG Global Asset Management and JP Morgan India. Vinay has been instrumental in many NFO launches and product initiatives in his previous stints, and has attended several global investment conferences and seminars.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -2.60% -0.61% 8.49% 24.49% 45.55% 19.90% 17.27% 19.42% 8.37% 27.52% 23.25% 16.59% 16.69%
Category Average -6.78% -6.54% -10.41% 8.06% 33.61% 14.33% 11.01% 15.05% -9.33% 13.82% 15.52% 12.40% 13.26%
Nippon India Focused Equity Fund -7.34%₹ 9,265 -5.33%₹ 9,467 -8.82%₹ 9,118 10.85%₹ 11,085 -4.52%₹ 11,706 45.55%₹ 21,183 21.81%₹ 29,645 16.06%₹ 15,644 21.94%₹ 49,574 10.94%₹ 16,812 15.14%₹ 87,630 17.90%₹ 51,936 16.05%₹ 2,78,308
SBI Focused Equity Fund -7.91%₹ 9,208 -7.69%₹ 9,231 -16.36%₹ 8,363 9.82%₹ 10,982 -11.81%₹ 11,224 33.28%₹ 17,764 14.45%₹ 27,693 15.32%₹ 15,346 16.23%₹ 45,759 14.24%₹ 19,461 14.34%₹ 85,914 16.94%₹ 47,854 15.37%₹ 2,68,315
IIFL Focused Equity Fund -8.63%₹ 9,136 -9.87%₹ 9,012 -14.35%₹ 8,564 8.76%₹ 10,875 -12.98%₹ 11,145 37.75%₹ 18,976 13.89%₹ 27,545 18.73%₹ 16,751 17.75%₹ 46,753 14.69%₹ 19,852 16.54%₹ 90,689 - -
Principal Focused Multicap Fund -8.64%₹ 9,135 -8.33%₹ 9,166 -12.87%₹ 8,712 5.53%₹ 10,552 -12.44%₹ 11,181 33.07%₹ 17,706 13.28%₹ 27,386 16.34%₹ 15,757 16.56%₹ 45,974 12.24%₹ 17,818 14.02%₹ 85,235 14.76%₹ 39,657 13.55%₹ 2,43,339
Franklin India Focused Equity Fund -7.15%₹ 9,284 -7.96%₹ 9,203 -10.46%₹ 8,954 8.89%₹ 10,889 -7.80%₹ 11,491 42.18%₹ 20,214 19.82%₹ 29,112 14.67%₹ 15,087 19.19%₹ 47,709 10.77%₹ 16,683 14.21%₹ 85,641 18.16%₹ 53,111 15.25%₹ 2,66,556
Axis Focused 25 Fund -9.29%₹ 9,070 -9.82%₹ 9,017 -19.63%₹ 8,037 -1.33%₹ 9,867 -21.66%₹ 10,551 28.04%₹ 16,395 4.86%₹ 25,222 12.60%₹ 14,286 9.64%₹ 41,606 11.31%₹ 17,091 10.19%₹ 77,517 - -

Portfolio Holdings

Portfolio holdings pattern of Nippon India Focused Equity Fund as on 20 May 2022 are listed below:

  • Equity Holdings:

    93.14%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    7.72%

Top Sector Holdings of Nippon India Focused Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 25.59% ₹ 1,458.13 Cr.
Computers - Software 7.66% ₹ 436.52 Cr.
Engineering, designing, construction 6.40% ₹ 364.62 Cr.
Refineries/Marketing 3.74% ₹ 338.75 Cr.
Telecom - services 3.27% ₹ 300.06 Cr.
Others 53.34% -

Top Stock Holdings of Nippon India Focused Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 9.35% ₹ 532.99 Cr.
Axis Bank Ltd. 7.68% ₹ 437.66 Cr.
Infosys Ltd. 7.66% ₹ 436.52 Cr.
State Bank Of India 6.71% ₹ 382.17 Cr.
Larsen & Toubro Ltd. 4.73% ₹ 269.52 Cr.
Others 63.87% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.76%
Warrants 0.91%
Margin 0.32%
Net Receivables -0.27%